Category Archives: Financial Planning

The New Gradual Retirement

Posted on July 7, 2015 by Camilla

Working a little (or a lot) after 60 may become the norm. Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Do we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center … Continue reading →

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The 99% Rule for Spousal Beneficiaries of IRA

Posted on June 11, 2015 by Camilla

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A spouse who inherits an IRA or similar account has a couple of options available depending on what the end goals are. But in most cases, the 99% rule offers flexibility and helps preserve the stretch. Provided by Charles D. Vaughan, … Continue reading →

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